🚀 In this episode of The Adventures of a Real Estate Broker, host Daniel Berger sits down with capital gains tax strategist and bestselling author Brett Swarts to uncover powerful, lesser-known strategies for deferring capital gains taxes. Brett explains how Deferred Sales Trusts (DSTs) work, why they can outperform traditional 1031 exchanges, and how intentional tax planning can protect wealth, increase cash flow, and create true financial freedom across generations.

🎧 Hosted by:Daniel Berger

👤 Guest:🏡 Brett Swarts – Founder of Capital Gains Tax Solutions, Tax Strategist & Author

Brett Swarts is the founder of Capital Gains Tax Solutions and host of the Capital Gains Tax Solutions Podcast. A leading expert in Deferred Sales Trusts, he helps high-net-worth individuals defer capital gains taxes on real estate, businesses, and other assets. With years of experience in tax deferral strategies and investment real estate, Brett has been featured on top financial platforms and has educated countless investors, financial advisors, and business owners on wealth preservation and smart tax planning.

💡 What You’ll Learn:

✔️ The difference between a 1031 exchange and a Deferred Sales Trust

✔️ How DSTs create truly passive income and long-term flexibility

✔️ When a Deferred Sales Trust makes sense (and when it doesn’t)

✔️ Strategies for deferring taxes on real estate, businesses, stocks, and crypto

✔️ How intentional tax planning supports generational wealth transfer

🎵 Whether you're an investor, business owner, or nearing an exit event, this episode offers high-level insights you can apply immediately.

💼 Connect with Brett Swarts:

🌐 Website → https://web.facebook.com/brett.swarts/

🔗 LinkedIn → https://www.linkedin.com/in/brett-swarts/

📘 Facebook → https://web.facebook.com/brett.swarts/

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

🔖 Don’t Forget to LIKE 👍, SUBSCRIBE 🔔 & COMMENT 💬 Below!

💎 Produced by Icons of Real Estate – https://iconsofrealestate.co

🚀 In this episode of The Adventures of a Real Estate Broker, host Daniel Berger sits down with Craig Curelop, founder of the FI Team, real estate investor, broker, and author of The House Hacking Strategy. Craig breaks down what house hacking really is, why it’s one of the most powerful entry points into real estate investing, and how buy-and-hold, co-living, and consistency create long-term wealth. From writing a book to navigating leverage, risk, and market cycles, this episode is packed with practical insights for both agents and investors.

🎧 Hosted by: Daniel Berger

👤 Guest:🏡 Craig Curelop – Real Estate Investor, Broker & Author

Craig Curelop is the founder of The FI Team, a Denver-based real estate brokerage and consulting group specializing in investor-focused strategies. Starting in 2017 with $90K in student debt and negative net worth, he achieved financial independence by 2019 through five house-hack investments—earning roughly $1K/month per property—before writing The House Hacking Strategy. A seasoned author, real estate agent, investor, and host of the Invest2FI podcast, Craig now leads a team of 17 agents closing over 125 deals per year, empowering others to build passive income and reach FIRE. A dedicated biohacker and athlete, he champions high performance through health and entrepreneurship.

💡 What You’ll Learn:

✔️ What house hacking really means and how it works

✔️ Why buy-and-hold beats selling for long-term wealth

✔️ How leverage, risk, and consistency affect investing outcomes

✔️ The co-living model and its role in housing affordability

✔️ How investors and agents can think more strategically

🎵 Whether you're an investor, agent, or aspiring homeowner, this episode offers valuable insights!

💼 Connect with Craig Curelop:

🌐 Website → https://thefiteam.com/

🌐 Website → https://homecrew.co/

🔗 LinkedIn → https://www.linkedin.com/in/craigcurelop/

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/

🚀 In this episode of The Adventures of a Real Estate Broker, host Daniel Berger sits down with Chris Jansen, a civil engineer, Marine Corps veteran, real estate investor, and 10X business coach. Chris shares how structure from engineering and the military shaped his investing mindset, why multifamily real estate is key to scaling, and how systems, coaching, and smart leverage can accelerate long-term wealth while managing risk.

🎧 Hosted by: Daniel Berger

👤 Guest:🏡 Chris Jansen – Civil Engineer, Real Estate Investor & 10X Business Coach

Chris Jansen is a California-based real-estate investor, Marine Corps veteran, and former civil engineer who transitioned into property investing during the COVID-19 pandemic. In just over two years, he scaled his portfolio from a single condo to 13 residential units, focusing on multifamily and long-term passive-income assets. Through his company, The Flow Authority, Chris helps others achieve financial freedom through active and passive real-estate strategies. He also serves as a Certified 10X Business Coach, offering coaching in life, career/business, and real estate.

💡 What You’ll Learn:

✔️ How structure from engineering and the military applies to real estate investing

✔️ Why multifamily is key to scaling real estate portfolios

✔️ The role of coaching, masterminds, and education in investor growth

✔️ How to think about leverage, risk, and cash flow

✔️ Why systems and teams are essential for long-term scalability

🎵 Whether you're an investor, agent, or entrepreneur, this episode offers valuable insights!

💼 Connect with Chris Jansen:

🌎 Website → https://theflowauthority.com/

📷 Instagram → https://www.instagram.com/theflowauthority/

📘 Facebook → https://www.facebook.com/flowauthority

🔗 LinkedIn → https://www.linkedin.com/in/theflowauthority/

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/

🚀 In this inspiring episode of The Adventures of a Real Estate Broker, host Daniel Berger welcomes award-winning author, podcaster, and musician Tony Durso for a deep conversation about vision, clarity, storytelling, and success—both in real estate and in life. Tony shares powerful real-world stories from filling a commercial building without a license, raising millions through vision and communication, and creating meaningful work through purpose rather than chasing scale. This episode is a masterclass in mindset, leadership, and building a life aligned with what truly matters.

🎧 Hosted by: Daniel Berger

👤 Guest:🏡 Tony Durso – Award-Winning Author, Podcaster & Musician

Tony DUrso is a bestselling author and the host of The Tony DUrso Show, a top-ranked business podcast with more than 40 million downloads. His show has held the #1 spot on VoiceAmerica and features CEOs, thought leaders, and world-class entrepreneurs. Tony is also the author of The Vision Map and a leading educator on vision, purpose, and achieving high-level goals for purpose-driven entrepreneurs.

💡 What You’ll Learn:

✔️ Why vision and clarity matter more than licenses or titles

✔️ The difference between scaling for growth vs. scaling with purpose

✔️ How storytelling and communication drive real estate success

✔️ Why owning assets outright can create peace and stability

✔️ How the Vision Map helps turn dreams into achievable outcomes

🎵 Whether you're a real estate professional, entrepreneur, or creative thinker, this episode delivers powerful perspective and inspiration!

💼 Connect with Tony Durso:

🌐 Website → https://tonydurso.com/

📘 Facebook → https://www.facebook.com/tonysdurso/

📷 Instagram → https://www.instagram.com/tonysdurso/

🔗 LinkedIn → https://www.linkedin.com/in/tonysdurso/

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/

🚀 In this episode of The Adventures of a Real Estate Broker, host Daniel Berger sits down with Monte Reyment, broker/owner of Take Action Realty Group in Green Bay, Wisconsin. Monte shares how he transitioned from a career in college athletics to becoming one of Wisconsin’s top-producing agents and an independent broker with a rapidly growing team. From developing a gratitude-based business model to creating his own “micro-economy” of contractors, house flips, rentals, and community partners, Monte reveals the mindset and systems that helped him scale fast — even through market shifts and a difficult partnership breakup. This episode dives deep into entrepreneurship, client experience, leadership, the real value of Rate My Agent, and why treating people well pays off tenfold.

🎧 Hosted by: Daniel Berger

👤 Guest: 🏡 Monte Reyment – Broker/Owner of Take Action Realty Group | Top Wisconsin Agent | Investor & Flipper

Monte Reyment is the founder and broker of Take Action Realty Group, a purpose-driven real estate company rooted in gratitude, community, and building real relationships across Northeast Wisconsin. Monte was named one of the Top 8 agents in Wisconsin, and holds the #1 spot in both Green Bay and Brown County on Rate My Agent. In 2024 alone, he closed 100 transactions—a testament to his work ethic, consistency, and the trust he’s built in the market.

💡 What You’ll Learn:

✔️ How Monte rose quickly to become a top agent and launched his own brokerage

✔️ Why gratitude is the core of his business philosophy

✔️ How to build a “mini-economy” with contractors, flippers, and community partners

✔️ Why open houses still matter and how agents should use them

✔️ How to survive market shifts, partnership breakups & business challenges

🎵 Whether you're an agent, broker, investor, or entrepreneur — this episode is packed with real-world wisdom and actionable ideas.

💼 Connect with Monte Reyment:

🌐 Website → https://www.tarealtygroup.com/

📘 Facebook → https://www.facebook.com/montereygb

📷 Instagram → https://www.instagram.com/montereyment/

🔗 LinkedIn → https://www.linkedin.com/in/montereyment/

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/

🚀 In this episode of The Adventures of a Real Estate Broker, host Daniel Berger reconnects with longtime friend and fraternity brother Mark Douglas Osborn, a business strategist with over 30 years of global leadership experience. They discuss the intersection of technology and strategic thinking, staying fresh in a long-standing career, and the importance of lifelong friendships. Mark shares anecdotes from his global career at SAP and his experiences with different cultures. They also touch on the impact of AI, technology adoption, and the evolving landscape of real estate. Mark draws fascinating parallels between fly fishing and strategic thinking, emphasizing the importance of continuous improvement and adapting to change.

🎧 Hosted by: Daniel Berger

👤 Guest: 🏡 Mark Douglas Osborn – Global Strategy Leader & Technology Advisor

Mark Douglas Osborn is the CEO of Clarity Forge, LLC, where he advises technology companies and private equity firms on market strategy, differentiation, and go-to-market execution. He previously spent 18 years at SAP, most recently as Global Vice President of Innovation, Business Development & Strategy for Consumer Industries, leading initiatives that shaped global growth and innovation. Mark holds a B.A. from Washington University in St. Louis and an MBA from the University of Minnesota’s Carlson School of Management.

💡 What You’ll Learn:

✔️ How to stay fresh in a long career during rapid tech change

✔️ Why introverts thrive in strategic roles

✔️ The truth about AI, early adopters & the innovation curve

✔️ What global work teaches you about culture & communication

✔️ How fly fishing can explain business strategy

🎵 Whether you're a leader, technologist, strategist, or just love a good story — this episode delivers.

💼 Connect with Mark Douglas Osborn:

🔗 LinkedIn → https://www.linkedin.com/in/markosborn7/

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/

🚀 In this episode of Adventures of a Real Estate Broker, host Daniel Berger sits down with Bay Area top-producer Andrea Gordon, a dynamic Realtor with 27+ years of experience and a rich background in theater. Andrea shares how her theatrical training fuels her real estate success — from handling rejection to mastering improvisation and reading people. She also discusses authenticity, discipline, communication, managing dozens of listings, navigating complex transactions, and maintaining joy and passion in her career well into her late 60s. This conversation is heartfelt, inspiring, and packed with real-world lessons every Realtor, leader, or entrepreneur can use.

🎧 Hosted by: Daniel Berger

👤 Guest: 🏡 Andrea Gordon – Top-Producing Realtor & Founder of Rainbow Zebra Productions

Andrea Gordon is a top-performing Realtor®️ at Compass with more than 25 years of experience across Oakland, Berkeley, and the greater East Bay. She’s consistently recognized by RealTrends as one of “America’s Best” agents and was honored as Realtor®️ of the Year by the Oakland/Berkeley Association of Realtors

💡 What You’ll Learn:

✔️ How theater and real estate share the same skill sets

✔️ The power of authenticity (and why scripts aren’t for everyone)

✔️ How Andrea manages 17 upcoming listings with precision

✔️ Strategies for communication, time-blocking, and client relationships

✔️ Why passion, joy, and lifelong learning create career longevity

🎵 Whether you're an agent, investor, or entrepreneur, this episode delivers heartfelt insight and seasoned wisdom.

💼 Connect with Andrea Gordon:

🌎 Website → https://andreagordon.com/

📘 Facebook → https://www.facebook.com/AndreaGordonRealEstate/

📷 Instagram → https://www.instagram.com/andreagordonrealestate/?hl=en

🔗 LinkedIn → https://www.linkedin.com/in/andreagordonrealestate/

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/

🚀 In this episode of Adventures of a Real Estate Broker, host Daniel Berger chats with Brett Chotkevys, Founder of Assisted Living Mansion, about a groundbreaking real estate niche — Memory Care Mansions. Brett shares how he created luxury, small-scale assisted living facilities designed with dignity and comfort in mind — a perfect blend of residential warmth and full-scale senior care services.

He explains how these 16-room, 10,000 sq ft memory care mansions combine real estate investment, business ownership, and compassionate care — offering high returns and meaningful impact. From caring for the elderly in elegant, home-like settings to building scalable, income-generating businesses — this episode dives deep into both the emotional and financial sides of senior living.

🎧 Hosted by: Daniel Berger

👤 Guest: 🏡 Brett Chotkevys – Founder, Assisted Living Mansion

Brett Chotkevys is the CEO and co-founder of Assisted Living Mansion, based in Georgetown, Texas. With a background in real estate investing since 2014, he has flipped over 200 properties and now focuses on developing luxury assisted living homes. Brett is known for helping aspiring entrepreneurs co-invest and succeed in the senior care industry, combining business growth with compassionate service.

💡 What You’ll Learn:

✔️ What Memory Care Mansions are and how they differ from traditional facilities

✔️ How Brett created a “home-like” senior living model with chef, private rooms & full medical care

✔️ Combining compassion with cash flow — turning senior care into a purposeful investment

✔️ Why the U.S. is heading toward a 500,000-bed senior living shortage

✔️ Expansion opportunities and the “franchise-style” but flexible growth model

🎵 Whether you're a real estate investor, senior care professional, or someone who values purpose-driven business — this episode delivers both heart and strategy.

💼 Connect with Brett Chotkevys:

🌎 Website → https://assistedlivingmansion.com/

📘 Facebook → https://www.facebook.com/brett.chotkevys

📷 Instagram → https://www.instagram.com/brettchotkevys/

🔗 LinkedIn → https://www.linkedin.com/in/brett-chotkevys-13a217293/

🎙 Follow Daniel Berger – The Adventures of a Real Estate Broker:

🌎 Website → www.DanielMBergerRealEstate.com

📷 Instagram → https://www.instagram.com/danielmberger/

🔗 LinkedIn → https://www.linkedin.com/in/danielmberger17

💎 Produced by Icons of Real Estate – https://iconsofrealestate.com/